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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.11B
2
UBS Group
2
UBS Group
Switzerland
$52.5M
3
CWM
3
Cornerstone Wealth Management
Missouri
$32.7M
4
LPL Financial
4
LPL Financial
California
$319M
5
IA
5
IFP Advisors
Florida
$19.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.6M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
376
Iron Horse Wealth Management
Iowa
$5K -$1.07K -24 -18%
FFWM
377
Future Financial Wealth Management
Ohio
$5K – – –
WA
378
Win Advisors
Florida
$5K +$5K +96 New
AAP
379
Arax Advisory Partners
Colorado
$4K – – –
MAM
380
Meeder Asset Management
Ohio
$3K – – –
MPCG
381
Matrix Private Capital Group
New York
$3K – – –
ZIG
382
Zullo Investment Group
Pennsylvania
$3K +$292 +7 +11%
PFS
383
Prospera Financial Services
Texas
$3K +$3K +65 New
FGAM
384
Financial Gravity Asset Management
Texas
$2.13K -$329 -6,977 -13%
CFGS
385
Concourse Financial Group Securities
Alabama
$2K – – –
WAS
386
Winch Advisory Services
Wisconsin
$2K – – –
ACK
387
Andrew C. Karlinski
$2K – – –
BCMLT
388
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2K +41 New
PA
389
Parallel Advisors
California
$1K -$667 -10 -40%
GI
390
Gradient Investments
Minnesota
$1K – – –
MIM
391
Macroview Investment Management
Maryland
$1K – – –
EWM
392
Endurance Wealth Management
Rhode Island
$1K – – –
WIM
393
Westside Investment Management
California
$39 – – –
HI
394
Horizon Investments
North Carolina
– -$145M -2,907,013 Closed
PI
395
PFS Investments
Georgia
– -$56.8M -1,142,787 Closed
FFS
396
Founders Financial Securities
Maryland
– -$19M -381,242 Closed
HIM
397
Hanlon Investment Management
New Jersey
– -$8.2M -164,839 Closed
BHB
398
Bank Hapoalim BM
Israel
– -$8.11M -163,000 Closed
MWM
399
Merriman Wealth Management
Washington
– -$6.71M -134,968 Closed
CGFA
400
Colton Groome Financial Advisors
North Carolina
– -$5.03M -101,147 Closed
14 15
16
17 18